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Non-Tech : Homebuilders

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To: B Hewson who wrote ()8/7/1998 3:16:00 AM
From: Mr. Jens Tingleff   of 3
 
Hey Hewson, How is your take on homebuilders now.

I do think it is a continuing good investment - And primarily dependant on US internal economy. Thus not volatile due to Asia and other international stuff. 95% of my portfolio are in such S&P and pennies that are not (or should not be) under impact from international matters.

I do think that Homebuilders is a very important subject in that group. Therefore I think reviving this subject of yours is a good idea.

(I have WHI and ARET in the group)

Kind regards
Jens
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